Sherry Maurer is a registered investment advisor at LPL Financial LLC, based in Princeton, NJ, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
922 Commons Way, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sherry operates MacLean Wealth Management as a DBA for her LPL business and has a business entity for tax/investment purposes. She also provides transition management consulting through Maclean Consultants, dedicating about a quarter of her time, and holds a real estate license for referral purposes, spending about 10-20% of her time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations16 states
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